Estate Administration Attorney

Cody, Cody & McCarthy LLC; Quincy (MA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

401(k) with employer match

Paid time off

Company parties

Sabbatical program

Job summary

Cody, Cody & McCarthy LLC is a premier boutique estate planning firm seeking an experienced Estate Administration Attorney to lead probate and trust settlements in the Greater Boston area. You will independently manage complex estate matters, interact with clients, courts, and third parties, and ensure precise tax filings while delivering exceptional service.

The ideal candidate has 3+ years in probate and trust settlements, Massachusetts estate tax experience, and a JD.

Qualifications

• Outstanding communication with a client-first approach.
• Highly organized, diligent, and detail oriented.
• Ability to manage a large caseload and multitask.

Responsibilities

• Independently manage estate administration, probate, and trust settlement cases from start to finish.
• Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns (706/709).
• Prepare, review, and submit probate forms and court documents.
• Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes.
• Oversee ongoing trust administration, handling accounting duties.
• Serve as primary contact for clients, courts, and third parties, leading meetings independently.

Skills

Client communication

Detail-oriented

Case management

Independent work

Education

Juris Doctor

Job description

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

We are a premier boutique estate planning firm in the Greater Boston area seeking an experienced Estate Administration Attorney to lead probate and trust settlement cases from start to finish. If you thrive in a fast-paced environment, value direct client impact, and excel at managing complex estate matters independently, we’d love to connect.

Key Responsibilities:

• Independently manage estate administration, probate, and trust settlement cases from start to finish.
• Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns (706/709).
• Prepare, review, and submit necessary probate forms and court documents.
• Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes.
• Oversee ongoing trust administration cases, handling trust and estate accounting duties.
• Serve as the primary point of contact for clients, courts, and third parties, leading client meetings independently while delivering exceptional service.

Ideal Candidate Will Possess:

• Outstanding written and verbal communication skills with a client-first approach.
• Thoughtful, diligent, highly organized, self-motivated, and detail oriented.
• Ability to handle a large caseload, prioritize multi-tasking, and work effectively both independently and collaboratively.
• Comfort with complex transfer tax systems and financial records related to estates and trusts.

Qualifications:

Experience: Minimum of 3 years of dedicated experience in probate and trust settlement required but as firm is growing, candidates with significantly more experience in this area will also be considered.

Tax Expertise: Demonstrated experience with Massachusetts estate tax returns, Federal estate tax returns, and the transfer tax system.

Preferred Experience:

• Drafting probate and trust documents.
• Estate, trust, and individual income tax return preparation.
• Estate and trust accounting background.

Experience:

Minimum of 3 years of dedicated experience in probate and trust settlement is required but as firm is growing, candidates with significantly more experience in this area will also be considered.

License/Certification:

• Active bar admission in Massachusetts required
• Juris Doctor (Required)

Benefits:

We take care of our team with a comprehensive benefits package, including

• Health & Dental: Choice of plans with firm contributions toward your coverage.
• Retirement: 401(k) with a competitive employer match.
• Rest & Recovery: Paid Time Off and a unique Sabbatical Program for long-tenured employees.

Ability to commute/relocate:

• Quincy, MA 02169: Reliably commute or planning to relocate before starting work (Required)

Flexible work from home options available.